Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-10,615
| Closed | -$248K | – | 706 |
|
|
2025
Q3 | $248K | Sell |
10,615
-100
| -0.9% | -$2.33K | 0.03% | 162 |
|
|
2025
Q2 | $250K | Hold |
10,715
| – | – | 0.04% | 176 |
|
|
2025
Q1 | $250K | Hold |
10,715
| – | – | 0.04% | 162 |
|
|
2024
Q4 | $250K | Sell |
10,715
-1,000
| -9% | -$23.3K | 0.04% | 160 |
|
|
2024
Q3 | $274K | Buy |
11,715
+102
| +0.9% | +$2.38K | 0.04% | 157 |
|
|
2024
Q2 | $270K | Buy |
11,613
+6
| +0.1% | +$139 | 0.05% | 154 |
|
|
2024
Q1 | $270K | Buy |
11,607
+3
| +0% | +$70 | 0.05% | 156 |
|
|
2023
Q4 | $270K | Buy |
+11,604
| New | +$268K | 0.05% | 150 |
|